Navigating to Neos CRM

Log in to the Birdeye dashboard and go to Settings > Integrations > All Apps. Select Neos CRM to connect. The screen provides integration benefits, pricing, and details on compatibility. When you click the 'View Setup Guide' tab, it will redirect you to this article for detailed step-by-step instructions.

Step 1: Add Company ID

Click Connect Now > Enter Company ID > Next.

The 'Company ID' is a unique identifier assigned to each Neos customer. It is the same ID used to log in to the Neos portal.

Handy Tip: If you encounter any issues or need further assistance obtaining your ‘Company ID,’ please contact your designated Neos Point of Contact (POC) within your organization. They will provide you with the necessary information.

Step 2: Map Locations

Start by mapping each location to its corresponding primary staff code. Then, contacts will sync from Neos to the respective Birdeye locations.
To map a location, use the drop-down under the Primary Staff Code column next to the desired Birdeye location, and select the code.

Once mapped, click 'Next' to continue.

Handy Tip: Select the primary staff code to filter data for each location. 

Step 3: Select Triggers

Check the box to select your preferred triggers, as shown in the image below. After making your selection, click 'Done.' Once triggers are saved, details will start syncing between Neos and Birdeye.

A toast message will appear on the screen saying, 'Neos successfully connected.' You can now build automated campaigns for reviews, surveys, and referrals or any other custom campaigns by clicking the 'Go to Campaigns' option or skipping it.